KPP Advisory Services’s PGIM AAA CLO ETF PAAA Stock Holding History

KPP Advisory Services’s Portfolio PAAA Stock Details PAAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$482K	Buy	+9,397	New	+$483K	0.08%	193

Other funds holding PAAA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

KPP Advisory Services's PAAA Position: Q3 2026 in Review

KPP Advisory Services opened a new position in PGIM AAA CLO ETF (PAAA) in Q3 2026: 9,397 shares worth $482K. The stake represents 0.08% of the portfolio and ranks #193 among its holdings.

202 funds tracked by Wall St. Rank hold PAAA as of Q3 2026.

KPP Advisory Services held 9,397 shares of PGIM AAA CLO ETF worth $482K as of Q3 2026.
PGIM AAA CLO ETF was a new KPP Advisory Services position in Q3 2026.
PGIM AAA CLO ETF made up 0.08% of KPP Advisory Services's portfolio in Q3 2026, its #193 holding.
202 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q3 2026.

Based on KPP Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.